In the demo version, the uploading of incoming emails is not available.
Various filters can be applied to the list of emails, similar to the filters of the list of orders or customers .
The line of the email allows you to open the profile of the customer to whom the email belongs, and also to view the customer's orders.
To open the email itself, you need to click on its subject.
If the incoming email has not yet been read, the corresponding marker will be displayed on the left, highlighting the subject of the email. It's possible to filter unread incoming emails in the "Inbox" field.
A paper clip icon is displayed next to the subject line if the message contains an attachment.
If the setting for uploading incoming emails is active and the uploading was successful, the letters are marked as read.
Which file formats are available for uploading?
If the file format is not supported, a message will appear stating that the file uploading has been skipped.
File formats available for uploading to the system:
image/jpeg image/heic image/png image/gif image/svg+xml text/txt text/plain text/html text/webviewhtml text/x-server-parsed-html application/xhtml+xml application/pdf application/rtf application/vnd.ms-office application/msword application/vnd.ms-excel application/vnd.ms-excel.12 application/vnd.ms-powerpoint application/vnd.openxmlformats-officedocument.wordprocessingml.document application/vnd.openxmlformats-officedocument.spreadsheetml.sheet application/vnd.openxmlformats-officedocument.presentationml.presentation application/vnd.openxmlformats-officedocument.presentationml.slideshow application/vnd.oasis.opendocument.text application/vnd.oasis.opendocument.graphics application/vnd.oasis.opendocument.presentation application/vnd.oasis.opendocument.spreadsheet application/vnd.oasis.opendocument.chart application/vnd.oasis.opendocument.formula application/vnd.oasis.opendocument.database application/pcx application/x-pcx image/pcx image/x-pc-paintbrush image/x-pcx zz-application/zz-winassoc-pcx
How to set up the uploading of incoming emails from Gmail
When collecting emails from the Gmail mailbox, there may be connection problems due to the service's security policy. It is recommended that you create a second email account specially for the system and set up message forwarding in Gmail.
To do this, enter the required email address in the settings ("Forwarding and POP / IMAP" tab, "Add forwarding address" button).
Filters are available for additional settings.
There is an alternative option for configuring incoming emails on Gmail, however it directly affects security and account access.
So, when working with Gmail,permission for an insecure connectionis set - https://www.google.com/settings/security/lesssecureapps.
If you log into the mail from a different IP addresses, a security code periodically appears, which is unblocked if you follow the link https://accounts.google.com/b/0/DisplayUnlockCaptcha.